Software for multi-service companies in Panama.
Work orders, crews, contracts and invoicing. Coordinate different services with the same team, without anything left undone or unbilled.
Many services, one team, zero visibility.
What multi-service companies ask us to solve most.
Orders that get lost in WhatsApp
Requests by chat, phone and email that nobody centralizes or prioritizes.
You don't know which service pays off
With no cost per order, some services are provided out of habit even though they lose money.
Late invoicing
Jobs done weeks ago that still aren't invoiced because the supporting paperwork is missing.
From request to invoice, with no gaps.
It's implemented in stages, in the order that least disrupts your operation.
From request to work order
Every request enters the system, gets assigned and has a visible status.
Assignment and scheduling
Staff, tools and time slot per order, avoiding scheduling conflicts.
Technician report
Hours, materials, photos and the customer's signature recorded on site.
Recurring customers
Contracted services with agreed frequency, scope and price.
Margin per order
Materials and hours vs. what was charged, by service and by customer.
When the order is closed
DGI electronic invoice generated with proof of the work performed.
Everything that applies to a multi-service company, and how far each piece goes.
Fifteen services you can hire separately or together, under a single account owner. Each one has its own page with the scope in writing.
The system and collections
What keeps the operation running every day.
ERP system built on Odoo
One place where you see the team's real workload.
- Each service with its own flow, in a single system
- Order with materials, hours and the customer's signature
- Crews and scheduling by type of work
- Recurring contracts and one-off jobs, kept separate
Electronic invoicing in Panama
Billing the DGI accepts, running from day one.
- Electronic invoice folios monitored before they run out
- Electronic signature certificate managed
- Integration module with the ERP
- Support when the DGI rejects a document at month-end close
Which service pays and which one gets in the way
Many services and one team: without the data, they subsidize each other.
- Profitability by service line
- Crew hours vs. hours invoiced
- Orders closed but not invoiced
AI agents
Each one says what it does and what it doesn't. The limit is in writing.
The request comes in through WhatsApp and goes out as a work order
Classified by service type and assigned.
What it doesn't do: It doesn't commit to a date without real crew availability.
Quotes the job with materials and labor
Builds the estimate with your rate per service type.
What it doesn't do: It doesn't close discounts outside the range you authorized.
Chases the order that was closed and not paid
Escalating reminders with the real account statement.
What it doesn't do: It doesn't negotiate payment terms on its own.
“Which orders did I close and haven't invoiced?”
Asked in plain language, answered from real data.
What it doesn't do: It doesn't show anything the person asking isn't allowed to see.
The vendor's invoice comes in without being typed
Reads the document and loads material, quantity and cost.
What it doesn't do: It doesn't approve the purchase: it leaves the draft for review.
Answers the phone for emergencies
Opens the order with the right priority.
What it doesn't do: It doesn't promise an arrival time without confirming the crew.
AI governance
The rules for what an agent can say on behalf of your business.
What the AI can say on your behalf
In writing before you switch it on, not after the first problem.
- What it answers about price, complaints and terms
- What it has to escalate to a person
- Which customer data it can use and which it can't
Who authorizes a change
With partners or several branches, it keeps everyone from changing the agent's script on their own.
- Person responsible for approving script changes
- Log of what changed and when
- Periodic review of what it answered
Monthly AI usage report
Without that number you don't know if it's working for you or you just like it.
- How many conversations it resolved on its own
- How many it escalated and why
- Where it got things wrong and what that cost that month
Where it runs, network and security
The layer nobody notices until something slows down.
The technician logs work from the site
Without going back to the office to report the day's work.
- Access from the phone, even with a weak signal
- Tested backups
- Monitoring that alerts before you notice
Connected crews and a monitored workshop
Data on the road, plus cameras and access control on the tool storage.
- Mobile data for the team out in the field
- Cameras on the workshop and storage
- Access control for tools
Protecting your team's devices
Laptops and phones out on the street are the easiest way in.
- ESET on office and field devices
- Managed and reviewed firewall
- Control over who gets into the system from outside
Custom work and support
When the standard isn't enough, and who answers after go-live.
Each service with its flow, in a single system
What an installation needs isn't what a maintenance job needs.
- Flow modeled by service type
- Crew assignment rules
- Documented code, in your name
Who answers when it goes down
And not on a Tuesday at 10 a.m., when everything works.
- Assigned account owner who knows your operation
- Response times written into the contract
- Hands-on support through the first month-end close
We don't publish a price for this for the same reason we don't publish one for the system: it depends on the size of your operation, how much data needs to be migrated and how custom it needs to be. A one-hour consultation sets the scope and a fixed price.
From where you are to where you want to be.
Assessment
We look at how you operate today and where time or money is being lost. A fifteen-minute call to define the next step.
Data load and setup
We load the service catalog, customers, contracts, crews and rates.
Assisted go-live
We train the team that will use it and support you through the first month-end close.
Ongoing operation
Support with an assigned account owner and contractual response times.
What people ask before signing up.
Does it work if the services I provide are very different from each other?
Yes, each service type with its own order template, materials and rate.
Can the technician report from their phone?
Yes, with hours, materials, photos and the customer's signature.
Is it invoiced automatically when the order is closed?
Yes, with a DGI electronic invoice based on the work performed.
How we quote.
We don't publish a price list because it would be made up: two companies in the same industry can need very different things. What we do guarantee is how you get to the number.
Quote after the assessment
After the call, if the case calls for it, a one-hour consultation sets the scope and a fixed price. If the scope changes, it's quoted separately and you approve it first.
Processes, data and users
Work orders, crews, field app, contracts and invoicing. How many people will use it, how much data needs to be migrated and how custom it needs to be.
Support by plan
Ongoing operation runs on a monthly plan, with an assigned account owner and contractual response times. It's contracted separately from the implementation.
So no order goes unbilled.
A fifteen-minute call and you walk away with a clear next step — even if the answer is that you don't need us yet.
Book your assessment
Leave us your details and we'll set it up for the next business day.
You're talking to Génesis, Valtriom's AI